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Moody's
MCO

Overview Fund Activity

1,093 hedge funds and large institutions have $67B invested in Moody's in 2023 Q4 according to their latest regulatory filings, with 141 funds opening new positions, 361 increasing their positions, 416 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,093
Holders Change
+65
Holders Change %
+6.32%
% of All Funds
16.02%
Holding in Top 10
46
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+21.05%
% of All Funds
0.67%
New
141
Increased
361
Reduced
416
Closed
64
Calls
$103M
Puts
$101M
Net Calls
+$1.58M
Net Calls Change
-$78.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$1.55B
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$656M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$437M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$352M
5
AP
Altarock Partners
Florida
+$182M

Top Sellers

1
BlackRock
BlackRock
New York
-$301M
2
VAM
Veritas Asset Management
United Kingdom
-$250M
3
BCF
BLS Capital Fondsmaeglerselskab
Denmark
-$233M
4
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
-$180M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
551
SVB Wealth
Massachusetts
$1.22M +$421K +1,079 +53%
IIC
552
Ironwood Investment Counsel
Arizona
$1.21M – – –
NIM
553
NEOS Investment Management
Connecticut
$1.2M +$246K +629 +26%
CG
554
Caprock Group
Idaho
$1.2M +$38.7K +99 +3%
AIM
555
Anchor Investment Management
South Carolina
$1.19M -$31.2K -80 -3%
LA
556
Legacy Advisors
Pennsylvania
$1.18M -$427K -1,094 -27%
MAM
557
Mystic Asset Management
Rhode Island
$1.17M – – –
KFI
558
Key Financial Inc
Pennsylvania
$1.17M – – –
PS
559
Principal Securities
Iowa
$1.16M +$1.16M +2,967 New
RJT
560
Raymond James Trust
Florida
$1.16M +$30.1K +77 +3%
Carson Wealth (CWM LLC)
561
Carson Wealth (CWM LLC)
Nebraska
$1.16M +$119K +304 +11%
ASN
562
Advisory Services Network
Georgia
$1.14M -$100K -256 -8%
MFG
563
Monte Financial Group
Connecticut
$1.13M -$19.5K -50 -2%
MSAM
564
Moloney Securities Asset Management
Missouri
$1.13M +$9.77K +25 +0.9%
CA
565
Clearstead Advisors
Ohio
$1.13M -$1.14M -2,909 -50%
LTAS
566
Linden Thomas Advisory Services
North Carolina
$1.12M +$136K +347 +14%
PAS
567
Park Avenue Securities
New York
$1.12M -$41.4K -106 -4%
UB
568
UMB Bank
Missouri
$1.11M -$9.37K -24 -0.8%
ST
569
Smithfield Trust
Pennsylvania
$1.1M – – –
MMA
570
Miracle Mile Advisors
California
$1.1M +$60.9K +156 +6%
FTDI
571
First Trust Direct Indexing
Massachusetts
$1.09M +$189K +484 +21%
VSQM
572
V-Square Quantitative Management
Illinois
$1.08M +$281K +720 +35%
EWM
573
Evermay Wealth Management
Virginia
$1.07M +$391 +1 +0%
EIP
574
Epoch Investment Partners
New York
$1.04M – – –
HFS
575
Hantz Financial Services
Michigan
$1.04M +$34K +87 +3%
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